Staff Management

Staff master, attendance, leave and shift rota.

7 min read Updated Jun 2026 Module

Overview

Staff Management owns the people side of HR. The Staff Detail screen is where every employee starts; attendance and leave keep their record live; the rota plans who is in tomorrow. Whatever you record here flows directly into the monthly pay cycle in Salary & Payroll.

Staff Detail

The master record for an employee. Captures personal, employment, pay, bank and document details across five tabs — each tab below is collapsible on the live screen so you can focus on the one you are editing.

Staff Detail — new employee creation form — Staff Detail — new-employee creation form with mandatory fields highlighted.

Staff Detail — additional information tab for HR-side custom fields.

Staff Detail — extended detail view for senior-employee records.

Staff Detail — date picker dialog for month selection — Staff Detail — date picker for month-of-joining / effective-date fields.

Staff Detail — icon / avatar picker for the staff card.

Staff Detail with quick-action links to Salary Calc, View Status and SpaceBar=Status Details — Staff Detail — saved record with quick-action links to Salary Calc and Status Details.

Personal tab

Name, date of birth, gender, blood group, marital status, nationality, residential and permanent addresses, emergency contact, ID numbers (Aadhaar / PAN / passport). Aadhaar and PAN are validated for format on save; PAN is mandatory if pay exceeds the TDS threshold.

Employment tab

Date of joining, department, designation, grade, reporting manager, employee type (permanent / contract / probation / intern), confirmation date, notice period, exit date if applicable. Changes to department or designation are version-tracked so the history is preserved.

Pay tab

Salary structure (picked from the master), basic pay, allowance and deduction overrides, applicable TDS slab, PF / ESI eligibility flags. Effective-date stamped — mid-year pay changes do not disturb prior months.

Bank tab

Salary bank account number, IFSC, branch name. Used by the Bank Advice generator to produce the NEFT text-file in the bank's required format. A staff record without bank details cannot be paid via NEFT — the system warns at Salary Payment time.

Documents tab

Scans of ID proofs, qualification certificates, signed offer letter, contract, and any other employment documents. Each document is tagged (type, expiry, confidentiality) and stored encrypted on disk.

Staff rosters & lists

Two roster lists ship: the primary Staff List for the everyday lookup and an alternate Staff List2 for installations that have customised the roster columns. Education installations also surface a Student List in the same area.

Staff List

The primary roster — one row per active employee with the export and print toolbar attached. Use this when you want a quick scrollable list with the standard column set.

Staff List (variant 2)

Staff List2 is the customised-column variant for installations that have added their own roster fields.

Student List (education installations)

Education installations (schools / colleges) surface a Student List alongside Staff List. Two filter variants ship — by location type and by state.

Student List with State and location filters — Student List — primary variant filtered by State and location.

Student List filtered by Retail location type — Student List — secondary variant scoped by location type.

Attendance Entry

Daily presence capture. Three modes: manual marking by a supervisor, biometric import (CSV or JSON push from the device), or auto-mark from the shift rota with exception override. Late, early-out and overtime windows are configurable per shift.

Attendance reports

Four scope-specific variants of the attendance report ship — pick the one that matches the cut you want.

Attendance Summary (S)

Attendance S rolls attendance up to a summary view, scoped by location type via a dropdown selector.

Attendance Summary report with location-type dropdown selector — Attendance Summary (S) — rollup view scoped by location type.

Attendance — Enterprise (E)

Attendance E is the enterprise-wide cut — all locations rolled into one organisation-level view.

Attendance — Enterprise-level selection — Attendance (Enterprise) — organisation-wide rollup.

Attendance — Time-Wise (TW)

Attendance TW is the time-bucketed view — presence shown by hour / shift band rather than just present/absent. Two variants ship; both surface the same time-axis data.

Time-Wise attendance report — primary variant — Attendance Time-Wise — primary time-bucketed variant.

Time-Wise attendance report — alternate variant — Attendance Time-Wise — alternate variant with the same axis.

Attendance Daily

Attendance Daily is the single-day cut — the morning attendance report supervisors run before shift start.

Leave Application

Records leave requests with type (Casual / Sick / Earned / Compensatory / Loss-of-Pay), date range and reason. Saving the application applies the leave policy — balance is decremented, manager approval is routed, and the day calendar is updated. Rejected requests credit back automatically.

Shift Rota

Roster of which employee works which shift on which day, for the next planning window (typically a week or a fortnight). Drag-and-drop assignment, copy-from-previous-week, and warnings for back-to-back night shifts.

Attendance Register

Monthly grid of presence / absence for any department or branch. Codes for present (P), absent (A), leave (L), week-off (W), holiday (H) make the grid scannable. Click any cell to open the underlying attendance row.

Leave Balance

Per-employee available leave by type as on the chosen date. Carry-forward, accrual and expiry are all driven by the leave policy defined in setup, so this report is always exact — no manual reconciliation needed.